DFX Intelligence
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B••••• I••••••••• G••••
CandidateClassification candidateMiddle marketSEC registered investment adviser· Sandy, UTb•••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $49B
- PE fund assets
- $2.4B
- PE funds
- 0
- Investments held
- 0 of 4
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors real_estate
- Graphs 4
- Placement agents 22
Classification
How this organization is classified, and on what basisCandidate · 1 in historyShowHide
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 1 Private Equity Fund(s) among 104 vehicles; no rule fired
- Size band
- Middle marketdefined by: proxy: $2.43bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 1 Private Equity Fund(s) among 104 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jan 23, 2012 to Jul 1, 2026
- RAUM
- $49Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- $2.4Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $63Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 1%
- Fund type mix
- filed 2024-03-28, latest gav Hedge Fund $2.6B, Real Estate Fund $33B, Other Private Fund $4.7B, Private Equity Fund $2.4B, latest counts Hedge Fund 1, Real Estate Fund 68, Other Private Fund 8, Private Equity Fund 1, lifetime distinct Hedge Fund 1, Real Estate Fund 94, Other Private Fund 8, Private Equity Fund 1
- Employees
- 2,300
- Headquarters
- Sandy, UT
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
4 observed deals
Stated by the firm
- Sectors
- real estate
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 4
- period
- to unknown, from unknown, undated holdings 4, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 4
- companies
- 4
- geography
- investments
- 4
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.25, value education, examples Three KEY PILLARS
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.25, value education, examples Three KEY PILLARS
4 companies on the graph (0 transactions); most in education (1); no dated observations
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••••• M••••••••• F••• V• L• ADV: Real Estate Fund | Real estate fund | 2022 first reported on Form ADV | $1.6B as of Mar 28, 2024 | no Form D | Unknown | |
| B••••• M••••••••• F••• V•• L• ADV: Real Estate Fund | Real estate fund | 2022 first reported on Form ADV | $15.5M as of Mar 28, 2024 | no Form D | Unknown | |
| B•• I• G•••• B••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $2.4B as of Mar 28, 2024 | no Form D | Active deployment |
Team
26 current, 17 former
Managing partner (5)
- A••• B•••••• O•••••••• · Ceo Of The Registered Investment Advisor, Board Of Directors, Coo · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••• A•••••• A••••• · Board Of Directors, Vice Chairman · since Sep 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• C•••••••• · Senior Managing Director & Chief Executive Officer, B••••• Logistics Properties · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• P•••• S••••• · Board Of Directors, Chief Executive Officer · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• G••••••• · Senior Managing Director & Co-Chief Executive Officer, B••••• Single-Family Rental · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (14)
- B•••••• F••••••••• · Senior Managing Director & Co-chief Investment Officer, B••••• Net Lease · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• G•••• · Senior Managing Director & Chief Investment Officer, B••••• Logistics Properties · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• B••••• · Managing Director, Chief Asset Officer, B••••• Seniors Housing & Medical Properties · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• A•••• · Senior Managing Director & Co-Chief Investment Officer, B••••• M••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• F••• · Senior Managing Director, Head of Wealth Solutions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• D••• · Managing Director, B••••• Debt Strategies · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• C•••• · Senior Managing Director & Chief Investment Officer, B••••• Debt Strategies · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• C•••••••• · Managing Director, B••••• M••••••••• Fund Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• H••••••• · Managing Director, Originations, B••••• Debt Strategies · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• C•••• · Managing Director, Chief Human Resource Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•• D•••••• · Managing Director, B••••• Net Lease · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B••••• · Managing Director, B••••• Debt Strategies · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••• A••••••• · Managing Director, B••••• M••••••••• Fund Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• R••••••• M•••• · Member, Manager · since Sep 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Capital markets (2)
- A•••• C••••••• · Managing Director, B••••• Debt Capital Markets · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• F•••••• · Managing Director, B••••• Debt Capital Markets · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (5)
- G•••••• B•••••• · Managing Director & Chief Accounting Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• K••• F••••••• · Chief Compliance Officer · since Mar 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••••• E••••• · Chief Financial Officer · since May 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• B••••• · Managing Director, Chief Financial Officer, B••••• Logistics Properties · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• G••••••• · Managing Director, Legal Counsel, B••••• Office · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
17 former (kept with end dates)
- C•••••••• V•••••••• Y•••• · Ceo Of Investment Adviser / Principal · Sep 1, 2011 to Nov 12, 2020 Inference
- B••• D••• A••••• · Member · Nov 1, 2011 to Aug 30, 2021 Inference
- D••••• R••••• S•••••• · Member · Nov 1, 2011 to Aug 30, 2021 Inference
- D•••• R•••••• M•••••• · Member · Nov 1, 2011 to Aug 30, 2021 Inference
- D•••••••• L•• H•••••• · Member · Nov 1, 2011 to Oct 3, 2019 Inference
- D•••••• K• A••••••• · Member · Jan 1, 2012 to Mar 30, 2015 Inference
- J•••• C•••• · Member, Manager · Jan 1, 2014 to Aug 30, 2021 Inference
- J••• S••••• P••••••••• · Member, Manager · Sep 1, 2011 to Aug 30, 2021 Inference
- K••••• D•••• H••••• · Member · Nov 1, 2011 to Aug 30, 2021 Inference
- M•••••• L••• J••••• · Member · Jan 1, 2013 to Nov 12, 2020 Inference
- M•••••• T••••• D••••• · Member · Jan 1, 2013 to Aug 30, 2021 Inference
- R•••••• W•••• S•••••• · Member · Nov 1, 2011 to Aug 30, 2021 Inference
- R••••• B••• H•••••• · Member · Nov 1, 2011 to Jul 12, 2017 Inference
- T•••••• K•••• A••••••• · Member · Nov 1, 2011 to Aug 30, 2021 Inference
- W•••••• C••• C••• · Member · Nov 1, 2011 to Aug 30, 2021 Inference
- C••• D•••••• B••••• · Chief Financial Officer · Sep 1, 2011 to Mar 28, 2023 Inference
- P••• S••••• H••••••••• · Principal · Sep 1, 2011 to Jul 12, 2017 Inference
Portfolio
4 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| B••• B• T•• N•••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| P••••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| P•••••• A••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| T•••• K•• P•••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
22 relationships
Placement agents (22)
- H••••••• C•••••• L•••••• 3 shared · strong · last Jan 1, 2023
- M••••• S•••••• 3 shared · strong · last Jan 1, 2023
- M••••• S•••••• S•••• B••••• L•• 2 shared · recurring · last Jan 1, 2022
- I•••••••• L•• 2 shared · recurring · last Jan 1, 2023
- I••••••••• C•••••• N••••••• I••• 2 shared · recurring · last Jan 1, 2022
- N• I••••••••• • S••••••••• C•• 2 shared · recurring · last Jan 1, 2022
- M•••• A•••• S••••••••• C•• L•• 2 shared · recurring · last Jan 1, 2022
- F•••••• T•••• 2 shared · recurring · last Jan 1, 2023
- B••• C•••••• 2 shared · recurring · last Jan 1, 2023
- R•••••• J•••• • A••••••••• I••• 2 shared · recurring · last Jan 1, 2023
- N• I••••••••• • S••••••••• A••••••• I••• 2 shared · recurring · last Jan 1, 2023
- C••••••••• W••••• A•••••••• L•• 2 shared · recurring · last Jan 1, 2023
- W•••• F•••• A•••••••• L•• 2 shared · recurring · last Jan 1, 2023
- K• B••• 2 shared · recurring · last Jan 1, 2022
- I•• S••••••••• C•• L••• 2 shared · recurring · last Jan 1, 2022
- S•••• P••••••• P••••••• P•• L•• 2 shared · recurring · last Jan 1, 2022
- S•••••••• S••••••••• 1 shared · one time · last Jan 1, 2022
- K• S••••••••• C•• L••• 1 shared · one time · last Jan 1, 2023
- M••••• S••••••••• C•• L••• 1 shared · one time · last Jan 1, 2022
- C••• C•••••• L•• 1 shared · one time · last Jan 1, 2023
- H••• F•••••••• 1 shared · one time · last Jan 1, 2023
- R••••••••• F•••••••• L•• 1 shared · one time · last Jan 1, 2023
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
2 most recent
- Jul 1, 2026••• Locked
- Jan 23, 2012••• Locked
Across the graphs
B••••• I••••••••• G•••• is the same institution as 4 records in RIA and Wealth, Private Credit, Real Estate Funds and Allocators.
RIA and Wealth1Private Credit1Real Estate Funds1Allocators1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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